OFI Invest Asset Management’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-410
| Closed | -$36.7K | – | 392 |
|
|
2024
Q4 | $36.7K | Buy |
+410
| New | +$36.7K | ﹤0.01% | 340 |
|
|
2024
Q2 | $32.3M | Sell |
359,670
-7,545
| -2% | -$678K | 0.86% | 36 |
|
|
2024
Q1 | $33.8M | Buy |
367,215
+15,371
| +4% | +$1.41M | 0.92% | 35 |
|
|
2023
Q4 | $28.5M | Sell |
351,844
-3,447
| -1% | -$279K | 0.96% | 38 |
|
|
2023
Q3 | $27M | Sell |
355,291
-126,171
| -26% | -$9.57M | 0.97% | 35 |
|
|
2023
Q2 | $42.9M | Sell |
481,462
-41,358,572
| -99% | -$3.68B | 1.7% | 16 |
|
|
2023
Q1 | $496M | Buy |
+41,840,034
| New | +$496M | 2.56% | 9 |
|